Customize Opt In Templates

You can customize the Opt-in e-mails/text messages that are sent to your end-users. Simply navigate to the Contacts menu, and then click on the Opt-in Template button that is in the top right-hand corner of the UI:

Once you've clicked the Opt-in Template button, you're then able to customize the e-mail/text message templates:

Do NOT remove the $url or any formating as it pertains to the url. Please only change the wording as removing the URL will remove the link the user will receive. 

SMS Template: is the Opt-in Template language that is sent to the user as a text messagee, if you choose to send an Opt In form to a mobile/cell number. 

PSA Ticket Note Template: This is the note logged to your PSA when an Opt-in form is sent to the user. 

Email Subject Template: This is the subject of the Opt-in Email. 

Email Header Template: This a header template if you would like to use a header at the top of the Email. 

Email Body Template: This is the body of the email and you can use HTML as well to design it. 

Further Customization #1: Customizing the Logo that is in the Body of the E-mail

Be sure to add your logo to your tenant and turn it on for Email as shown below: 

Go to Portal Settings -> Settings to verify it is setup properly. 

Further Customization #2: Changing the Sender Address of the E-mail

By default, all e-mails that the MSP Process platform sends out come from noreply@mspprocess.com. You can have Opt-in form e-mails get sent through an M365 mailbox - we strongly recommend that you do so, so that your customers trust the e-mails you send them. Instructions on how to set this up are ready and waiting for you in the following KB article:

Sending E-mails through an M365 Shared Mailbox (mspprocess.com)